The Wealth Exchange Podcast – Trade Wars with China and the...

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May In Review: Is China the Real Opportunity?

By Rob Edel, CFA Highlights This Month Tax reform is […]

The BC School Tax: The Thin Edge of the Wedge

By John Nicola CFP, CLU, CHFC Read the PDF version. When […]

The Wealth Exchange Podcast – Corporate Tax Reform with CEO...

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April In Review: The Bulls And The Bears, Who’s Right?

By Rob Edel, CFA Highlights This Month The key for […]

The Wealth Exchange Podcast – The Trump Factor, Trade Wars,...

Listen here: Subscribe and review:    Show Summary  Welcome to […]

March In Review: Looming Trade Wars Capture Investors’ Atte...

By Rob Edel, CFA Highlights This Month Investor sentiment mirrored […]

February In Review: Outlooks from the 2018 Mauldin Strategic Inve...

By Rob Edel, CFA Highlights This Month A correction or […]